Tax Reform
Learn about the latest tax reform developments and their potential impact on your clients' income, portfolios and financial plans more broadly.
House GOP Delays Tax Bill Release Until Thursday
By Melanie WaddellRelease of the House GOP tax bill that was scheduled for Wednesday has been moved to Thursday.
October 30, 2017
Stocks Aren’t Spooky, but Expect More Volatility: SchwabSchwabs Liz Ann Sonders, Jeffrey Kleintop and Brad Sorensen believe the bull market will continue and suggest investors remain at their target allocations.
October 26, 2017
House Adopts Budget Setting Up Tax Bill Release Next WeekThe vote allows Congress to enact tax cuts later that increase the federal deficit by up to $1.5 trillion over 10 years.
October 24, 2017
Muddled White House Tax Message Clouds Pitch for Trump PlanMnuchin admits that the beneficiaries of estate tax elimination would be wealthy.
October 23, 2017
Lawmakers ‘Taking a Fresh Look’ at Savings Vehicles in Tax ReformIn the tax package, youre going to see more incentives for more Americans to save, Ways and Means Chairman Kevin Brady said.
October 23, 2017
Tax Reform Won’t Hit 401(k)s, Trump SaysTrumps tweet that there will be "no change" comes as GOP lawmakers mull capping 401(k) contributions at $2,400 a year.
October 20, 2017
Trump Wins Path to Tax Bill in Senate Budget, but It’s Not EasyThe budget measure passed, but sharp divides over an array of non-binding amendments revealed the towering challenge Trump faces from here.
October 20, 2017
Tax Reform Focus on Stock OptionsThe GOP tax reform framework contains few details but has rattled tax planning for high income clients who are compensated with stock options.